Whittier Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Whittier Trust’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	18,442 +5,250	+40%	+$541K	0.02%	272
2025 Q4	$1.35M	Hold	13,192	–	–	0.01%	312
2025 Q3	$1.36M	Sell	13,192 -38	-0.3%	-$3.92K	0.02%	308
2025 Q2	$1.36M	Hold	13,230	–	–	0.02%	341
2025 Q1	$1.37M	Buy	13,230 +500	+4%	+$50.9K	0.02%	333
2024 Q4	$1.28M	Buy	+12,730	New	+$1.28M	0.02%	348
2019 Q1	–	Sell	-496	Closed	-$49K	–	1492
2018 Q4	$49K	Hold	496	–	–	﹤0.01%	779
2018 Q3	$49K	Hold	496	–	–	﹤0.01%	776
2018 Q2	$49K	Hold	496	–	–	﹤0.01%	763
2018 Q1	$50K	Buy	+496	New	+$49.5K	﹤0.01%	774

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's STIP Position: Q1 2026 in Review

Whittier Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q1 2026, buying an estimated $541K and bringing the position to 18,442 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #272.

Whittier Trust first reported a position in STIP in Q1 2018 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Whittier Trust held 18,442 shares of iShares 0-5 Year TIPS Bond ETF worth $1.91M as of Q1 2026.
Whittier Trust bought 5,250 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $541K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Whittier Trust's portfolio in Q1 2026, its #272 holding.
Whittier Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.